+636.2%
ADI vs WMB
+265.8%
+370.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.9% | -0.9% |
| 7D | -6.3% | -6.9% | +0.6% | -3.6% |
| 30D | -3.2% | -7.2% | +4.0% | -0.4% |
| 3M | +2.8% | -5.4% | +8.2% | +4.8% |
| 6M | -5.0% | -4.9% | -0.2% | -3.7% |
| YTD | +46.3% | +14.7% | +31.6% | +38.0% |
| 1Y | +71.6% | +14.7% | +56.9% | +61.7% |
| 3Y | +139.2% | +116.4% | +22.8% | +75.7% |
| 5Y | +136.4% | +198.5% | -62.1% | +52.6% |
| 10Y | +636.2% | +266.3% | +369.9% | +296.9% |
| All | +636.2% | +265.8% | +370.4% | +296.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WMB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling